Required Skills
* Report Writer
* Paraplanner
* Financial Services
Job Summary
Role: Report Writer
Location: Truro, Cornwall
Salary: £30,000–£38,000 (depending on experience), based on a 35‑hour working week.
We are looking for a high‑calibre Report Writer who can add real value to our client’s team based in Truro. This individual will bring exceptional communication skills and the ability to interpret, troubleshoot and process complex information with accuracy and efficiency. They will be someone who works confidently under pressure, produces high‑quality written work and supports advisers by delivering clear, compliant and well‑structured reports.
What does this role look like?
* Provide high‑quality support to advisers within the financial services team while ensuring compliance procedures and internal processes are followed.
* Work collaboratively with colleagues to deliver a seamless service.
* Develop skills and knowledge through ongoing training, with opportunities to progress towards a Level 4/6 qualification.
* Maintain confidentiality, data protection compliance, and all other legislative responsibilities.
* Identify opportunities for continuous improvement and share feedback with your line manager.
* Remain flexible and willing to take on a variety of tasks to support the team.
* Complete Continuous Professional Development (CPD) to meet regulatory requirements.
* Translate complex information into clear, concise, client‑friendly reports.
* Maintain strong industry knowledge to write confidently across multiple levels.
* Ensure accuracy of data and analysis within all reports.
* Produce reports that meet regulatory standards and deadlines, demonstrating effective time management.
Main duties and responsibilities
* Log and manage paraplanning requests from advisers.
* Provide paraplanning support for both simple and complex new business areas, including:
* Individual and business protection
* Investment contributions and replacement business
* Pension contributions and pension drawdown
* Esoteric investments
* Support the Pension Switch Team when required.
* Ensure all necessary “know your client” information is accurately recorded within the back‑office system, including fact‑find details, objectives, rationale, risk attitude, investment aims, and existing plan information.
* Liaise with advisers to clarify or obtain outstanding information.
* Conduct provider and fund research, including risk scoring, performance analysis, and charging structures (using tools such as Dynamic Planner and FE Analytics).
* Produce illustrations and quotes via provider systems, Assureweb, and IRESS.
* Prepare cashflow modelling forecasts in line with internal guidance.
* Draft suitability reports based on fact‑finds, file notes, and research.
* Seek adviser approval and finalise reports, completing any remedial work required by the file‑checking team.
Relevant experience, skills & knowledge
* Working towards a Level 4 CII qualification or equivalent.
* Minimum of 2 years’ experience in the financial services sector.
* At least 1 year’s experience in report writing or a trainee paraplanning role.
* Experience using financial services back‑office systems.
* Strong computer literacy, including Microsoft Word and Outlook.
* High attention to detail with the ability to identify and correct errors in layout, format, spelling, and grammar.
* Strong planning, organisation, and time‑management skills.
* Proven problem‑solving ability.
* A positive, proactive attitude and commitment to producing high‑quality work.
* Good judgement, initiative, and the ability to work independently when required.
* Demonstrated reliability, confidentiality, and discretion.
* Experience working effectively as part of a team.
Working arrangements
* This role is based in the Truro office, working onsite five days per week.
* Core hours are 09:00–17:00.
* Flexible working arrangements may be considered to support individual circumstances.
Benefits
* Salary: £30,000–£35,000 (depending on experience), based on a 35‑hour working week.
* 25 days’ holiday per year (plus bank holidays).
* Life assurance and pension scheme.
* Access to a flexible benefits platform.
* A supportive working environment with opportunities for development and progression.